Loan Assistant

About Us:

At SMVV Edutech Advisory Pvt Ltd, we are your trusted partners in achieving financial success. We leverage our in-depth knowledge of the financial landscape to help individuals and families secure the best loan options and strategically utilize government schemes. Our goal is to empower our clients to build a strong and sustainable financial foundation for their future.

Position Overview:

The Loan Assistant will support the loan department by handling loan documentation, processing applications, verifying client information, and coordinating with customers and internal teams to ensure smooth loan disbursal and repayment processes.

Responsibilities:

• Assist in collecting, reviewing, and verifying loan application documents from clients.
• Enter and maintain accurate client and loan information in the system.
• Coordinate with credit, operations, and finance teams to process loan applications.
• Communicate with clients to gather missing documents or provide status updates on their applications.
• Prepare loan files and ensure all documents are complete and compliant with company policies.
• Track disbursed loans, repayment schedules, and follow up on pending dues.
• Maintain proper filing and records of loan-related documentation.
• Provide administrative support to Loan Officers and Managers.
• Assist in generating loan MIS reports and data as required.

Requirements:

• Bachelor's degree in Commerce, Finance, Business Administration, or a related field.
• 0–1 year of experience in loan processing, banking, or financial services (freshers with good communication skills may also be considered).
• Basic understanding of loan procedures, financial documents, and banking terms.
• Proficiency in computer applications (MS Excel, MS Word, and data entry).
• Strong attention to detail and accuracy.
• Good communication and interpersonal skills.

Job Type: Full-time

Application Question(s):

• What is your current and expected CTC?
• What is your notice period?

Work Location: In person